• Financial Planning Gaps and Opportunities

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    Name: Financial Planning Gaps and Opportunities
    Date: December 13, 2017
    Time: 12:00 PM - 1:00 PM PST
    Planning Gaps and Opportunities Flyer
    Event Description:
    Informational Seminar hosted by Cedric Joins*, New York Life Insurance Company. Program features Gerald Gaeta, J.D., MSFS and Corporate Vice President with the New York Life Advanced Planning Group. The seminar will cover current strategies for Income Tax Planning, Retirement, Asset Protection, and Estate Planning. For my guests admission is free and includes lunch and validated parking.

    Please RSVP to nasatrian@ft.newyorklife.com

    *CA Insurance License 0B86104
    New York Life Insurance Company
    2029 Century Park East, Suite 950
    Los Angeles CA 90067
    Date/Time Information:
    Wednesday, December 13th, 2017  12:00pm-1:00pm
    Contact Information:
    Cedric L. Joins
    Set a Reminder:
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